Fund HoldingsMONTRUSCO BOLTON INVESTMENTS INC.

Total Portfolio Value
$9.40B
Total Bought
$1.94B
Total Sold
$1.19B
Net Transaction
+$742.52M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ROLLINS INC(ROL)1,078,2999,299,958+8,221,65947,089420,2754.47%+373,186
SYSCO CORP(SYY)03,511,745+3,511,7450278,7552.97%+278,755
MASTERCARD INCORPORATED(MA)885,2921,173,140+287,848370,099554,0995.90%+184,000
AMGEN INC(AMGN)1,127,7741,811,754+683,980319,656501,7625.34%+182,106
MICROSOFT CORP(MSFT)2,032,2182,244,564+212,346750,499925,9579.86%+175,457
NVIDIA CORPORATION(NVDA)710,612581,624-128,988345,054517,6685.51%+172,614
LULULEMON ATHLETICA INC(LULU)6,180362,907+356,7273,160141,7701.51%+138,610
ALPHABET INC(GOOG)2,762,0483,446,098+684,050377,010509,3865.42%+132,376
ADOBE INC(ADBE)591,399903,347+311,948347,193446,8514.76%+99,657
SHERWIN WILLIAMS CO(SHW)0261,782+261,782090,9250.97%+90,925
MARSH & MCLENNAN COS INC(MRSH)1,475,8351,708,923+233,088274,552345,2683.67%+70,716
VALERO ENERGY CORP(VLO)2,389,6542,167,262-222,392310,655369,9303.94%+59,275
FIVE BELOW INC(FIVE)1,492,6661,988,495+495,829311,686353,3773.76%+41,691
AMAZON COM INC(AMZN)2,292,7232,120,378-172,345339,856376,4364.01%+36,580
METTLER TOLEDO INTERNATIONAL(MTD)021,048+21,048028,0210.30%+28,021
TEXAS INSTRS INC(TXN)857,1631,004,261+147,098142,941170,7231.82%+27,782
PUBLIC STORAGE(PSA)743,893867,856+123,963221,534245,8942.62%+24,360
CME GROUP INC(CME)863,887925,126+61,239178,457195,1492.08%+16,692
CANADIAN NAT RES LTD(CNQ)1,280,1951,302,218+22,02384,28299,4331.06%+15,152
DANAHER CORPORATION(DHR)1,433,6511,382,120-51,531326,114339,7773.62%+13,663
META PLATFORMS INC(META)966,278733,836-232,442334,946347,8613.70%+12,916
BROOKFIELD ASSET MANAGMT LTD(BAM)1,257,8471,445,870+188,02350,76860,7940.65%+10,026
CULLEN FROST BANKERS INC(CFR)656,454709,495+53,04171,21979,8680.85%+8,649
WORKDAY INC(WDAY)1,198,0601,238,590+40,530322,863330,8463.52%+7,983
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
1,518,4941,763,482+244,98848,09155,1230.59%+7,032
ENBRIDGE INC(ENB)2,507,7752,636,543+128,76890,71895,3701.02%+4,651
ZOETIS INC(ZTS)330,251409,357+79,10665,18269,2670.74%+4,086
LAMB WESTON HLDGS INC(LW)713,414759,303+45,88977,11380,8890.86%+3,776
PROCTER AND GAMBLE CO(PG)157,859161,352+3,49323,13326,1790.28%+3,047
TRIPLE FLAG PRECIOUS METAL(TFPM)874,961921,347+46,38611,70513,3240.14%+1,619
ELDORADO GOLD CORP NEW(EGO)1,450,1261,442,296-7,83018,91620,2930.22%+1,377
SUN LIFE FINANCIAL INC.(SLF)632,602627,294-5,30832,96934,2610.36%+1,292
TFI INTL INC(TFII)92,80983,946-8,86312,68613,3990.14%+713
THOMSON REUTERS CORP.(TRI)57,74357,536-2078,4848,9630.10%+479
BROOKFIELD REINS LTD154,187153,373-8146,1976,4580.07%+261
DESCARTES SYS GROUP INC(DSGX)40,40639,864-5423,4113,6500.04%+238
CANADIAN PACIFIC KANSAS CITY(CP)26,18824,715-1,4732,0822,1810.02%+99
BROOKFIELD CORP(BN)106,269104,209-2,0604,2834,3650.05%+81
FIRSTSERVICE CORP NEW71,53570,720-81511,64511,7190.12%+74
BROOKFIELD BUSINESS PARTNERS59,35455,662-3,6921,2311,2340.01%+3
CGI INC(GIB)20,45418,490-1,9642,2022,0420.02%-160
SHOPIFY INC(SHOP)37,29535,092-2,2032,9182,7100.03%-208
ISHARES TR5,0450-5,0452370-237
ISHARES TR
GLOBAL REIT ETF
10,1340-10,1342450-245
ROYAL BK CDA(RY)1,351,7901,356,992+5,202137,373136,9981.46%-375
ERO COPPER CORP(ERO)845,623671,014-174,60913,43512,9520.14%-484
COLLIERS INTL GROUP INC(CIGI)118,057118,403+34615,00614,4870.15%-519
OSISKO GOLD ROYALTIES LTD855,371714,817-140,55412,26711,7420.12%-524
ISHARES TR23,8170-23,8179110-911
GRANITE REAL ESTATE INVT TR774,798767,994-6,80444,82143,8750.47%-947
ENPHASE ENERGY INC(ENPH)65,50259,359-6,1438,6557,1810.08%-1,474
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
747,304687,399-59,90519,72816,0010.17%-3,727
TELUS CORPORATION(TU)2,249,1422,275,484+26,34240,22136,4380.39%-3,783
FRANCO NEV CORP(FNV)430,233365,692-64,54147,88843,6160.46%-4,273
WHEATON PRECIOUS METALS CORP(WPM)957,339905,730-51,60947,46042,7010.45%-4,759
TORONTO DOMINION BK ONT(TD)1,506,9201,457,402-49,51897,84888,0420.94%-9,806
CHARLES RIV LABS INTL INC(CRL)722,091489,751-232,340167,388132,6981.41%-34,690
ROCKWELL AUTOMATION INC(ROK)114,1540-114,15435,4430-35,443
APPLE INC(AAPL)1,206,5071,092,503-114,004232,289187,3421.99%-44,946
LINDE PLC(LIN)176,7400-176,74072,5890-72,589
WASTE CONNECTIONS INC(WCN)2,809,3481,903,911-905,437409,936320,4653.41%-89,471
VERALTO CORP(VLTO)1,273,6700-1,273,670102,5080-102,508
TJX COS INC NEW(TJX)1,197,0270-1,197,027112,2930-112,293
CANADIAN NATL RY CO(CNI)1,828,979606,128-1,222,851231,01579,8930.85%-151,122
WALMART INC(WMT)1,692,382641,530-1,050,852260,62538,6010.41%-222,024
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